Connect Teamhood and Unifyy CRM to Build Intelligent Automations

Choose a Trigger

Teamhood

When this happens...

Choose an Action

Unifyy CRM

Automatically do this!

Enable Integrations or automations with these events of Teamhood and Unifyy CRM

Enable Integrations or automations with these events of Teamhood and Unifyy CRM

Actions

Complete Item

Complete Item

Complete an Items

Create a Item

Create a Item

Creates an existing Items

Create Board Row

Create Board Row

Create a new row in the board in the Teamhood.

Create Board

Create Board

Create a new board on Teamhood.

Delete Item

Delete Item

Deletes an existing Items.

Request a new Action for Teamhood

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Frequently Asked Questions

How do I start an integration between Teamhood and Unifyy CRM?

To start, connect both your Teamhood and Unifyy CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamhood triggers actions in Unifyy CRM (or vice versa).

Can we customize how data from Teamhood is recorded in Unifyy CRM?

Absolutely. You can customize how Teamhood data is recorded in Unifyy CRM. This includes choosing which data fields go into which fields of Unifyy CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Teamhood and Unifyy CRM?

The data sync between Teamhood and Unifyy CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Teamhood to Unifyy CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Teamhood and Unifyy CRM?

Yes, you can set conditional logic to control the flow of data between Teamhood and Unifyy CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Teamhood

About Teamhood

Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.

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Unifyy CRM

About Unifyy CRM

Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!

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